John Shao
President, Owner, Chief Compliance OfficerSummitas Investment Management LLCCRD 3020236
About John Shao
John Shao is listed as President, Owner, Chief Compliance Officer at Summitas Investment Management LLC. Form ADV reports a beneficial ownership band of Over 75%.
Reported ownership
Owns Over 75% of Summitas Investment Management LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does John Shao work?
John Shao is listed as President, Owner, Chief Compliance Officer at Summitas Investment Management LLC on SEC Form ADV.
How much of Summitas Investment Management LLC does John Shao own?
Form ADV reports a beneficial ownership band of Over 75%.
Summitas Investment Management LLC
| Title | President, Owner, Chief Compliance Officer |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2024 |